WIL
CADE

Winifred I. Li’s Cadence Bank CADE Stock Holding History

Winifred I. Li’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$54K Hold
2,410
– – 0.05% 271
2014
Q3 		$49K Hold
2,410
– – 0.05% 285
2014
Q2 		$59K Hold
2,410
– – 0.05% 269
2014
Q1 		$60K Hold
2,410
– – 0.05% 261
2013
Q4 		$61K Hold
2,410
– – 0.05% 257
2013
Q3 		$48K Hold
2,410
– – 0.04% 274
2013
Q2 		$43K Buy
+2,410
New +$39.8K 0.04% 285

Other funds holding CADE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Winifred I. Li's CADE Position: Q4 2014 in Review

Winifred I. Li held its Cadence Bank (CADE) position steady in Q4 2014 at 2,410 shares worth $54K. The position accounts for 0.05% of the portfolio, ranked #271.

Winifred I. Li first reported a position in CADE in Q2 2013 and has held it in 7 quarters since. The position peaked at $61K in Q4 2013. 173 funds tracked by Wall St. Rank hold CADE as of Q4 2014.

  • Winifred I. Li held 2,410 shares of Cadence Bank worth $54K as of Q4 2014.
  • Winifred I. Li left its Cadence Bank share count unchanged in Q4 2014.
  • Cadence Bank made up 0.05% of Winifred I. Li's portfolio in Q4 2014, its #271 holding.
  • Winifred I. Li first reported a position in Cadence Bank in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Cadence Bank position peaked at $61K in Q4 2013.
  • 173 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.